Australia’s Critical Minerals Future: Pricing, Policy and the Global Race for Supply Chains

Australia has a significant opportunity to shape the next generation of global critical-minerals supply. Realising that opportunity will require more than strong resources. It will depend on transparent pricing, competitive project economics, investment, processing capacity and resilient international supply chains.

Join S&P Global Energy for a complimentary breakfast briefing exploring the forces reshaping rare earths, lithium, nickel and copper. Hear independent perspectives on alternative rare-earth supply chains, the evolving economics of major critical minerals and what Australia must do to capture greater value across the commodities underpinning the energy transition. 

Why attend?

• How geopolitical shifts and supply-chain diversification are creating new opportunities for Australia
• The methodology behind the Platts CIF North America NdPr, dysprosium, terbium and samarium oxide assessments and why independent pricing matters
• Australia's role in attracting investment for alternative rare-earth supply chains
• Strategic outlooks for lithium, nickel and copper, including key market trends, supply constraints and growth opportunities
• What it will take for Australia to capture greater value from the commodities driving the energy transition

The content is intended to provide mining executives, investors, commercial leaders and policymakers with actionable perspectives on the pricing, policy and market dynamics affecting Australia’s critical-minerals sector.

Agenda at a glance

08:30am
Registration & networking breakfast

09:00am
Welcome and opening address 
Gabriella Cesile​, Director, Relationship Management, Oceania

09:10am
Rare Earths Pricing in the Era of Supply Chain Realignment: An Australia-to-America Pipeline
Christopher Davis, Director, Price Reporting, Americas Metals

09:35am
Lithium: The World's Largest Producer, But Is Australia Capturing Enough Value?
James Chappelow, Senior Principal Analyst, Mine Economics and Emissions

09:50am
Nickel at a Crossroads: Supply Growth, Market Oversupply and Indonesia's Dominance
James Chappelow, Senior Principal Analyst, Mine Economics and Emissions

10:05am
Copper: The Essential Commodity with No Substitute
James Chappelow, Senior Principal Analyst, Mine Economics and Emissions

10:20am
Panel discussion

Christopher Davis, Director, Price Reporting, Americas Metals
James Chappelow, Senior Principal Analyst, Mine Economics and Emissions
Gabriella Cesile​, Director, Relationship Management, Oceania

10:40am
Closing remarks
Gabriella Cesile​, Director, Relationship Management, Oceania

Countdown to the event